How to take invoice payments online by card or pay later

Connect your own merchant account once; from then on every invoice's page offers card payment or pay-later, and each payment is recorded against the invoice when the provider confirms it.

Steps

  1. Connect your account

    Choose Settings → Payment methods, then Connect beside Tap, Tabby or Tamara. Enter your own keys and choose the account the money lands in until the provider pays it out.

  2. Send the invoice

    Add the payment link variable (payment_link) to your email or WhatsApp template: it opens the invoice's page, with a button for each method you switched on. The customer portal shows the same buttons.

  3. The payment is recorded

    When the provider confirms the payment, a receipt is recorded against the invoice, once, even if the provider sends its notice twice. If you set the provider's charge, it is booked to its expense account.

  4. Refund through the provider

    Issue and approve a credit note against the invoice, then choose Refund under Online payments on the invoice. The credit note's amount goes back to the customer through the same provider.

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Aqid ERP in Saudi Arabia

Set up for Saudi Arabia's rules from the first day.

  • Plans from  79 a month
  • ZATCA Phase 2
  • VAT 15 %
  • GOSI & Mudad WPS
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